Assigning Hosting Plans, Charges and Lists

Once you've created your hosting plan, additional charges, a customer and a billing group, you are ready to assign hosting plans, additional charges and lists to a customer.

Assigning Hosting Plans

1. Go to Utilities: Administration: Billing: Customers: Configure.

2. Click on Groups next to a customer.

3. Select Hosting Plans next to the group. Create a new group if you don't see a group here.

4. Click on Add Hosting Plan.

5. Enter a Start Date and/or an End Date, if applicable, in YYYY-MM-DD format.

6. Enter a Description (if desired).

7. Click on Select next to the Hosting Plan you'd like to assign.

8. Click Done.

Assigning Additional Charges

1. Go to Utilities: Administration: Billing: Customers: Configure.

2. Click on Groups next to a customer.

3. Select Additional Charges next to the group. Create a new group if you don't see a group here.

4. Click on Add Additional Charge.

5. Enter a Start Date and/or an End Date, if applicable, in YYYY-MM-DD format.

6. Enter a Description (if desired).

7. Click on Select next to the Additional Charge you'd like to assign.

8. Click Done.

Assigning Lists, Sites and Servers

1. Go to Utilities: Administration: Billing: Customers: Configure.

2. Click on Groups next to a customer.

3. Select Lists next to the group.

4. Click on Add List/Site/Server.

5. To assign a list to the customer, click Select Lists next to the server. Click on the box next to the list name(s) and click on Add Selected Lists.

6. To assign a site to the customer, click Select Sites next to the server. Click on the box next to the site name and click on Add Selected Sites.

7. To assign the entire server to the customer, click on the box next to the server name and click on Add Selected Servers.

8. Select the server, site, or list to update, if applicable.

9. Enter a Start Date and/or an End Date, if applicable, in YYYY-MM-DD format.

10. Specify whether or not the server, site or list Is Free, if applicable.

11. Click Update Selected Objects.

12. Click Done twice to return to the Utilities: Administration: Billing: Customers: Configure menu.

13. Click Detail next to the customer to verify the information for the customer.

Assign List Wizard

Alternatively, you can use the Assign List Wizard to assign lists to customers quickly and easily.

1. Go to Utilities: Administration: Billing: Utilities: Assign Lists to Customers.

2. Select the server in the drop-down box, and click Select.

3. Select the Customer in the drop-down box.

4. Select lists in the field below. Use a mouse click with the control key to select multiple lists, and a mouse click with the shift key to select a range of lists.

5. Click Assign Lists to Customer.

1. Billing

2. Billing Initial Setup

3. Adding, Validating and Syncing Servers

4. Creating Hosting Plans

5. Creating Additional Charges

6. Creating New Customers

7. Creating Billing Groups

8. Assigning Hosting Plans, Charges and Lists

9. Validating Customers

10. Running Bills

11. Testing and Sending Bills